StockDriftsStockDriftsTop 50 Churchill Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | 21.78% | 998.0K | $113.0M | -0.25%(-2.53K) | $111.18(+1.76%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.25% | 94.2K | $27.3M | -0.42%(-400) | $263.10(+16.56%) | 2026-06-30 | |
| IVV | ISHARES TR | 5% | 34.7K | $26.0M | +17.29%(+5.11K) | $675.85(+15.02%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 3.97% | 28.5K | $20.6M | -0.14%(-40) | $242.23(+120.26%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.6% | 25.0K | $18.7M | -1.59%(-405) | $672.89(+14.96%) | 2026-06-30 | |
| DGRO | ISHARES TR | 2.88% | 197.4K | $15.0M | +31.42%(+47.20K) | $69.87(+14.29%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.84% | 39.5K | $14.7M | -2.23%(-900) | $470.32(+6.90%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.62% | 38.0K | $13.6M | -1.30%(-500) | $285.98(+22.90%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 2.09% | 10.7K | $10.8M | +0.00%(+0) | $847.63(+22.39%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 2.08% | 43.8K | $10.8M | +22.81%(+8.14K) | $211.54(+16.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.14% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.02% |
Churchill Financial Advisors, LLC reports $519.42M in US-listed equity holdings across 123 positions in its most recent 13F filing. Its largest disclosed positions are WMT (21.8%), AAPL (5.3%) and IVV (5.0%). The top 20 holdings account for 67.71% of reported assets. Its disclosed equity book has returned +6.14% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Churchill Financial Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2095935). View Churchill Financial Advisors, LLC’s 13F filings on SEC